See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,277 | $150,440-75.9% | $136,294-73.4% | $147,584-75.4% |
| Participation rate | 84.6% | 84.4%+0.2pp | 81.9%+2.7pp | 82.8%+1.8pp |
| Annual return | 22.86% | 1049.08%-1026.2pp | 5155.94%-5133.1pp | 578.55%-555.7pp |
| Employer contribution / active EE | $2,659 | $5,256-49.4% | $4,695-43.4% | $4,876-45.5% |
| Participant deferral / active EE | $3,474 | $6,630-47.6% | $6,247-44.4% | $5,439-36.1% |
| Admin fee / account holder | $383 | $10,905-96.5% | $9,243-95.9% | $10,885-96.5% |